Smart Notes for ACT!

One brilliant little app. Countless process improvements.

Smart Notes for ACT! enables “Hey! Pay attention to this!!” notifications that can accelerate sales, improve productivity, and impact customer retention.

This little ACT! integration is a simple, effective way to inform a user of important information when viewing a contact record.  A field or a note update in ACT! may not be noticed by a busy sales rep or harried admin; Smart Notes for ACT! delivers the message right to the screen so it can’t  be missed.

Check out the video to see a simple overview of how it works.

Some real-world examples:

Accelerate sales – Move through the sales cycle more quickly.
Select a contact record and a rule prompts “This contact has an opportunity that is overdue. Close or revise estimated close date.”

Improved productivity – Focus on the opportunities that matter.
You’re working a call list and view the details of a contact record. Smart Notes lets you know that the customer is on credit hold.

Customer retention – Reward your best customers.
Look up a key customer and a Smart Note appears reminding you that this customer is a VIP – Very Important Purchaser. You ask them if they’d like a pair of tickets to attend a home game next month at Fenway Park.

Each of these events is triggered by simple rules you create; manual notes can also be added to the main database as well.

There’s more information,  great tutorials  and a free trial at the Smart Notes for ACT! website.  If you decide to buy, use discount code DC153222 and you’ll save and additional 10% off any price level!

Smart Notes for ACT!: One brilliant little app = Countless process improvements

We’ve had customers ask for some type of alert when certain conditions are met in their ACT! database. Obviously, data can be added to a field or a note to convey information – but may not be noticed by a busy sales rep.

Smart Notes for ACT! works with ACT! 2008, ACT! 2009 (without sales opportunities) and ACT! 2010 (with sales opportunities). Check out the video to see a simple overview of how it works.

Here’s simple yet effective way to inform an ACT! user of important information when they are viewing a contact record. Smart Notes for ACT! enables “Hey! Pay attention to this!!” notifications that can accelerate sales, improve productivity, and impact customer retention. Some real-world examples:

Accelerate sales

You select a contact record and a rule prompts “This contact has an opportunity that is overdue. Close or revise.” Home run for client relations!

Improved productivity

You’re working a call list and view the details of a contact record. Smart Notes lets you know that the customer is on credit hold. You pass on this call and go on to the next prospect on your list.

Customer retention

You look up a key customer and a Smart Note appears reminding you that this customer is a VIP – Very Important Purchaser. You ask them if they’d like a pair of tickets to attend a home game next month at Fenway Park.

Each of these events are triggered by a simple rule. Manual notes can also be added to the main database as well (“Congratulate Jim on his promotion” ) which will appear when accessing the associated record.

You’ll find a free trial and more information at the website for Smart Notes for Sage ACT!. If you decide to buy, use discount code DC153222 and you’ll save 10% off any price level.